Latest White Papers – Page 49
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White papersMoney Markets: Staying steady
The stability of the money markets is shining amid the greater financial turbulence.
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White papersReport Global Equity ESG, Annual Report 2024
Our latest Global Equity ESG annual report dives into the pressing issue of biodiversity, and how the team are strategically investing to protect and restore ecosystems. With a comprehensive year-in-review, the report also highlights key investments and impactful engagement examples from 2024.
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White papersGlobalisation isn’t dead. It’s changing.
The latest round of tariffs launched by the US government in early April prompted a wave of criticism from world leaders, including some who say globalisation is now dead. As a global investor for over four decades, I respectfully disagree. Globalisation isn’t dead. It is, however, changing in a significant way.
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White papersDeglobalization. What’s Next?
We believe the Post-World War II, U.S.-dominated world order of globalization is quickly coming to an end. Between the possibilities of diversification, division, and disengagement that we discussed in our piece on globalization several years ago, the Trump Administration appears to be pursuing a disengagement strategy. Everyone— domestic players in the U.S. included—is now working to accommodate a less globally engaged U.S.
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White papersO’Connor Global Multi-Strategy Alpha Monthly Letter: Navigating policy shifts and market opportunities
Policy uncertainty is a greater feature of the new US Administration than expected, and has begun to weigh on sentiment for consumers, corporates and investors.
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White papersCorporate Hybrids. Subordinated Bonds, Superior Diversification
Corporate Hybrid Bonds offer a compelling diversification opportunity. Unlike CoCos, Hybrids exhibit lower volatility, stronger incentives for first-call redemption, and cash-cumulative coupon deferral, making them a more stable and liquid option. With imperfect correlation to CoCos, hybrids can further enhance portfolio resilience, especially amid market disruptions.
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White papersNavigating the New Multipolar Investment Landscape
The global investment environment is undergoing a profound transformation, marked by a shift from a concentrated, unipolar market dominated by American mega-cap stocks to a more diversified and multipolar framework. This change, catalyzed by macroeconomic uncertainties and technological disruptions, demands a re-evaluation of portfolio strategies to mitigate risks and seize emerging opportunities.
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White papersBond market volatility presents more opportunities for multi-asset investors
Central bank policy, rising geopolitical tensions and escalating concerns around the global macroeconomic backdrop have together caused considerable equity market volatility as well as a significant repricing in the fixed income universe.
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White papersBond markets: An investor’s Swiss army knife
Fixed income markets provide investors with an abundance of tools to adapt portfolios in the face of heightened economic and policy uncertainty.
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White papersSI Brochure – Taking action!
Join us on our journey through sustainable investing in real assets
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White papersWorld markets review — First quarter 2025
Returns for US equities diverged from regional markets as investors weighed the implications of a potential trade war, waning consumer confidence and high valuations in the technology sector. After two years in a row of 20%-plus gains, US stocks entered correction territory, falling roughly 10% in mid-March before recovering some of the losses. European stocks rallied as investors rotated into value-oriented areas of the market.
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White papersTreasury market turmoil: How might the Fed react?
The US Treasury market has come under pressure after President Donald Trump’s sweeping tariff announcements triggered a widespread sell-off in bonds. As policy decisions with deep financial implications are rapidly made and reversed, it is understandable that holders of US assets might feel a sense of unease.
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White papersBuried Treasuries
Why U.S. government bonds had a scare, what calmed them down, and what all that suggests for the next few months.
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White papersUncertainty grips global equity markets
Global equities posted mixed results in the first quarter. Non-U.S. benchmarks generated gains, led by developed markets, with returns amplified by a weakening U.S. dollar. In contrast, U.S. equities delivered losses, hindered by concerns about the Trump administration’s aggressive trade policies and their economic impact.
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White papersModerating inflation keeping ECB on track
The eurozone economy is facing a dramatic increase in macroeconomic uncertainty. Changes in US foreign policy are forcing a re-think of Europe’s defence spending and Germany’s fiscal stance. The economic outlook is clouded by US trade policy, with the imposition of tariffs a significant shock to growth.
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White papersAsset Allocation Committee Outlook 2Q 2025
“Much now depends on whether we see a more structured and predictable approach to policymaking in the U.S., especially on trade and the size and cost of government.”
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White papersFixed Income Investment Outlook 2Q 2025
The Trump administration’s announced tariffs have introduced new turbulence to the markets as investors seek to assess the possible ramifications across economies and asset classes.
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White papersFixed Income Perspectives Q2 2025
Quarterly macro and market insights from Capital Group’s fixed income team
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White papersFixed income update: Bonds reclaim role as a volatility buffer
High-quality bonds are an important portfolio diversifier in uncertain markets
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White papersBeyond traditional fixed income: Diversifying into specialty finance
Investors are seeking to diversify their fixed income and credit exposure. Of the options available, structured finance has emerged as a compelling choice as a complementary allocation. Learn how it can help diversify and enhance returns within portfolios.
